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  • Posted: May 27, 2022
    Deadline: Not specified
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    Absa Bank Limited (Absa) is a wholly owned subsidiary of Barclays Africa Group Limited. Absa offers personal and business banking, credit cards, corporate and investment banking, wealth and investment management as well as bancassurance.
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    Wealth Relationship Manager

    Job Summary

    • Identify, develop, and source new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, Absa ecosystem and foster greater collaboration within group to ensure business goals are met.
    • Identify investment needs of targeted clients and offer them the appropriate investment solutions and products that meet their various needs.
    • Manage and grow existing client relationships and portfolio through regular meetings, updates, reviews, query, and complaints resolution with each client the portfolio.
    • Champion, influence and facilitate the business partners to refer and cross-offer business opportunities for AAML growth.
    • Always maintain the highest levels of service and delivery to existing and prospective clients, ensuring that all teams of specialist support within the business work together to deliver client experience as well.
    • Act as the key contact point and coordinator for all client advice as well as the interface between the client and the Absa Asset Management Limited.
    • Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating processes and ensure the portfolio meets the required risk management standards.
    • Undertake query resolution related to client portfolio and act as the escalation point for serious issues related to client complaints
    • Provide accurate and timely preparation of file notes, client letters and other client documentation for all client meetings and follow up as required.
    • Act as focal point for clients dealing with day-to-day administration across the range of services and products

    Job Description

    Key accountabilities (Duties & Responsibilities)

    Sales Delivery; 60%

    • Achieve set AUM and Revenue Targets.
    • Drive Wealth and Investments engagement and penetration in RBB through regular client and coverage team engagement
    • Work with marketing for improved visibility and sustained product awareness to drive sales
    • Attend RBB sales sessions to report on Wealth and Investments Proposition Pipelines and uptake progress and enlist support, plus get insights on opportunities available.
    • Ensure Weekly dashboard, monthly and quarterly performance tracking is shared with all stakeholders
    • Have Sales activations and customer sensitization(quarterly) in partnership with partners to increase uptake and leverage on Bank customers activities to position the same
    • Servicing Wealth and Investments Banking customers and ensuring the TATs with customers are adhered to.
    • Monitoring and evaluation business strategies set
    • Obtain Approval of all sales related expenses
    • Dashboard management with relevant MI teams to confirm accuracy of management reports on sales activities
    • Identifying cross and up sale opportunities and track performance Responsible for call reports on customer visits.

    Customer Service; 20%

    • Ensure highest standards are observed while attending to customers.
    • Ensure all applications are placed as per process and procedures.
    • Sustained Wealth and Investments Proposition awareness to clients.
    • Upskilling the team on Wealth and Investments Proposition for prospecting and business development.

    Stakeholder Management Role; 10%

    • Managing relationships with stakeholders (Relationship Managers, Branch Managers, Sales Managers, Products heads) to drive business
    • Partners to increase uptake and leverage on Bank customers activities to position the same
    • Servicing Wealth and Investments Banking customers and ensuring the TATs with customers are adhered to.
    • Monitoring and evaluation business strategies set
    • Obtain Approval of all sales related expenses
    • Dashboard management with relevant MI teams to confirm accuracy of management reports on sales activities
    • Identifying cross and up sale opportunities and track performance
    • Work with the Relationship Managers, Branch Managers, Sales Managers to ensure strategy deliverables are properly documented and monitored.
    • Responsible for call reports on customer visits.
    • Ensure all documentation is correctly completed, collected and submitted as per procedure manuals and SLA’s
    • Work with Relationship Managers, Branch Managers, Sales Managers to ensure Wealth and Investments Banking customers receive bespoke solutions and services.
    • Providing general support to the Network teams as and when required to drive sales and unlock opportunities • Upskilling the team on Wealth and Investments Proposition for prospecting and business development

    Compliance; 10%

    • Ensure all regulations are observed while attending to customers.
    • Ensure all applications are placed as per process and procedures.
    • Ensure all regulatory requirements are met by ensuring compliance to the Banking act and SLA’s
    • Managing relationships with stakeholders (Regional Managers, Branch Managers, Sales Managers, Products heads) to drive business.
    • Sustained Prestige Proposition awareness within the network.
    • Providing general support to the Network teams as and when required to drive sales and unlock opportunities.
    • Upskilling the team on Prestige Proposition for prospecting and business development

    Role/person specification

    Preferred Education

    • A Business-related Degree from a recognized university.
    • Relevant professional qualifications such as CISI
    • Knowledge of Wealth and Investments business, products, and processes.
    • Experience in sale and Wealth and Investments business development and relationship management.
    • Experience of managing activity across the whole of a project lifecycle, using current technology, structured methods and a quality process
    • Exposure to governance, control and risk management
    • Proven ability to effectively work across teams
    • Ability to effectively work across teams

    Preferred Experience

    • Knowledge of the Bank’s policies, standards, procedures covering premises, equipment, security procedures/controls and snap checks

    Knowledge and Skills

    • A learning mindset to rapidly assimilate complex business issues and quickly solve problems in a structured manner or pre-empting issues that may arise where there is limited precedence
    • Effective negotiating skills to secure both internal and external resources and deal with external service providers
    • Able to adopt and/or coach the use of a variety of methods to keep work streams on schedule and within budget
    • Banking Service Excellence
    • Good understanding / Implementation of end to end Wealth and Investments processes
    • Basic understanding and support of project management principles
    • Ability to prepare and interpret management/production reports.

    Closing: 2 June 2022

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    Productivity Analyst - 6 months Fixed Term Contract

    Job Summary

    To provide specialist Human Resources advice and support that meets business requirements, through the execution of predefined objectives as per agreed SOPs.

    Job Description

    Function and Business Area Purpose

    We are a diversified standalone African financial services group, delivering an integrated set of products and services across personal and business banking, corporate and investment banking, wealth, investment management and insurance.

    Absa Group Limited is listed on the JSE and is one of Africa’s largest diversified financial services groups with a presence in 12 countries across the continent and around 41 000 employees.

    We own majority stakes in banks in Botswana, Ghana, Kenya, Mauritius, Mozambique, the Seychelles, South Africa, Tanzania (ABSA Bank in Tanzania and National Bank of Commerce), Uganda and Zambia. We also have representative offices in Namibia and Nigeria, as well as insurance operations in Botswana, Kenya, Mozambique, South Africa, Tanzania and Zambia.

    Job Purpose.

    • The Productivity Analyst position will be hired on a 6 month contract as part of a squad team under Transformation Office to deliver on productivity initiatives across the bank
    • As part of this team, the Productivity Analyst assesses workflows to determine how business units can improve their productivity performance and provide high quality service in a cost-effective manner.
    • This position will interact with business unit leaders and teams across the bank and reports to the Sales & Productivity Workstream Lead under People Function.

    Key Accountability.

    Productivity Analysis

    • Research best practice trends and tools on productivity management approaches from comparative local and global peers
    • Assess workforce productivity performance and improvements for multiple business units and departments
    • Analysis of current process and operational standards
    • Requirement to read, review, prepare and analyze written data and figures, use observations to develop conclusions
    • Undertake detailed work studies through observation and data analysis to inform development of appropriate productivity models
    • Development of fair productivity standards and targets in conjunction with business unit leaders
    • Inform the development of productivity measurement and monitoring tools and frameworks in conjunction with the CDO team

    Skills and experience required:

    • Bachelor’s degree in a business-related degree.
    • Minimum 5 years of business change or program management experience
    • Experience in productivity and process analysis
    • Consulting experience in any of the following areas: job analysis, workflow, lean six sigma, performance and/or productivity management
    • Previous HR or business operational experience or data analytics background in Retail or FMCG
    • Analytical thinking - ability to analyze high volumes of data and information and draw appropriate insights
    • Excellent written or verbal communication skills

    Relationship building: ability to effectively build rapport with colleagues

    • Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in diagram form and deal with several abstract and concrete variables.
    • Computer Skills: To perform this job successfully, an individual should be proficient in Microsoft Excel (pivot tables, v-lookups, etc), PowerPoint, and Access.
    • Knowledge of process mapping tools e.g. Visio or process maker
    • Report writing skills

    Knowledge, Expertise & Experience

    Specifications

    • Good data and information gathering skills including questioning and interviewing techniques
    • A curious mind-set and a desire to capture and interrogate data
    • Ability to work under pressure and still meet up with given deadlines
    • Ability to prepare root cause and executive reports
    • Possess effective communication skills to interact with diverse groups of people both oral and written
    • Attention to detail

    Closing: 4 June 2022

     

    go to method of application »

    Premier Assistant Relationship Manager

    Job Summary

    • To support the Premier Relationship Manager’s sales and relationship building activities by completing the administrative requirements of the function including wealth and Investments management.
    • To provide customer service to Premier customers.

    Job Description

    Main accountabilities and approximate time split

    Transaction Processing; 40% 

    • To key in Telegraphic transfers (TT’s) in Flex cube, filing and follow ups.
    • Responsible for follow ups on standing orders/ banker’s order
    • Credit and Debit cards applications to be forwarded to the respective Depts. and follow ups
    • To support business in the effective management of customer documentation and filing of the Financial Planning Guides and ensuring proper indexing as required
    • To ensure that all instructions (FDR, standing orders) for processing are to be sent to the respective Depts.
    • To assist in the effective amendment of customer addresses.
    • To follow up on cheque book applications.
    • Sybrin customer applications

    Customer Service   50% 

    • Act as first point of contact for Premier customers when they require customer service follow-up.
    • Log and resolve any customer service requests and ensure that the requests are completed within acceptable set SLAs.
    • Log complaints received from Premier Customers according to the complaints logging standards. Respond to complaints where possible; otherwise escalate to the Premier Service Executive for follow-up.
    • Build relationships with internal service providers (Operations and KYC Helpdesk) to ensure a quick turnaround time of escalated queries and complaints.
    • ‘’Direct customers to the appropriate delivery channel to meet their needs e.g., cashiers, ATM’s. Includes encouraging client to sign-up and use digital channels 
    • Explain operational processes to customers such as the process for applying for a new cheque book or card or the account statement cycle.
    • Ensure the customer has completed all transfer documentation
    • Before processing any transfers, validate the customer’s instructions to ensure it’s accurate, authentic and appropriately authorized by the relevant bank official(s).
    • Complete form HO974 in case of any suspicious or unexplained transactions and forward to BOL for onward forwarding to the Country Money Laundering and Reporting Officer (MLRO) or escalate through the normal whistle blowing process.
    • Ensure the Large Cash Transaction form is dully completed as per procedure.
    • Some of the areas which requires urgent attention are: -
    • Support business growth by identifying opportunities by way of successful referrals or ensure sales through service’’
    • Capture the transaction on the bank’s core system as per the customer’s instructions.

    Branch Administration 5% 

    • Complete monthly/quarterly/yearly returns for signoff by Centre Manager. Returns include Controlled stationary i.e., credit & debit Cards, cheque book returns, and others as required. 

    Rigour 5%

    • Conduct snap checks as assigned

    Technical skills / Competencies

    • Customer engagement/management skills
    • Negotiation Skills
    • Financial Analytical skills
    • Excellent telephone and listening skills
    • Proven communication skills, both verbal and written
    • High level of numerical skills

    Essential & Experience

    • Detailed knowledge of the full Absa retail Product set, including international banking.
    • An understanding of Risk and Credit policies and procedures.
    • Details working knowledge of KYC and AML policies and procedures.

    Preferred

    • Some knowledge of competitor offerings in the high-net worth segment.
    • At least 1 year experience in supporting a Relationship Manager in either SME or Wealth.

    Closing: 1 June 2022

    Method of Application

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